November release notes Internal documents / private portal areas. Portals now can be configured to feature folders that are not visible to client users. This is particularly useful if you would like to hold both published and unpublished documents in the same client portal. To enable “Internal Documents” to to Portal Group Settings page and […]
Our Workflows now have AML checks, questionnaires, and configurable statuses
Our workflow engine is getting bigger and better. We have just added three new features that help you automate complex workflows 1. AML checks Wouldn’t it be nice to securely ask your clients to go through their AML checks rather than you having to ask them for passport copies and re-typing their data into a […]
New webform features: the rating widget and images
We have introduced two improvements to our webforms: We created a new widget you can use in our webforms: the rating widget. It is particularly useful if you would like to give your clients an opportunity to express their level of satisfaction after they complete the workflow or if you are asking them to rate […]